10 Relationship Banker II Jobs in Beaverton, OR
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First Tech Federal Credit Union is Hiring a Relationship Banker II Near Beaverton, OR
- Establish and maintain member deposit and loan accounts, including business, trusts, fiduciary, IRA accounts
- Process routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA), in compliance with regulations and guidelines
- Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate
- Engage with members to understand needs and recommend financial solutions that best fit their goals, based on First Tech's suite of product offerings
- Participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems
- Perform account maintenance activities including updating member contact and personal information
- Perform follow-up activities and outbound calls for new and existing members
- Actively partner with other business units in sales and service activities
- Participate in orientation of new representatives as required
- Minimum six months' experience in a retail sales environment, preferably in financial services
- Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections
- Excellent verbal and written communication skills; able to express ideas concisely and logically
- Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment
- Ability to work in fast-paced environment and meet deadlines without sacrificing accuracy and service
- Strong critical thinking and decision-making skills with attention to detail
- Working knowledge of Microsoft Office Suite
- High School Diploma or equivalent
- Traditional medical, dental, and vision coverage
- 401K matching up to 5% per pay period
- Accrue up to 17 days of Paid Time Off your first year of employment
- 11 paid federal holidays
- Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
Job Summary
Full Time
$87k-116k (estimate)
05/27/2023
05/03/2024
firsttechfed.com
BEAVERTON, OR
1,000 - 3,000
1952
KELLY CORAH
$500M - $1B
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About First Tech Federal Credit Union
First Technology Credit Union is an utilities company based out of 1011 Sunset Blvd, Rocklin, CA, United States.
The job skills required for Relationship Banker II include Financial Services, Critical Thinking, Listening, Leadership, Written Communication, Decision Making, etc. Having related job skills and expertise will give you an advantage when applying to be a Relationship Banker II. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Relationship Banker II. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Relationship Banker II positions, which can be used as a reference in future career path planning. As a Relationship Banker II, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship Banker II. You can explore the career advancement for a Relationship Banker II below and select your interested title to get hiring information.
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